SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $185,496,424 |
| Positions | 196 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $14,693,108 | 39,655 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $12,627,404 | 284,657 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $5,995,762 | 154,570 |
| APPLE INC | AAPL | COM | $5,385,279 | 18,611 |
| PUTNAM MUN OPPORTUNITIES TR | PMO | SH BEN INT | $4,843,192 | 459,506 |
| BLACKROCK MUNIHOLDINGS FD IN | MHD | COM | $4,317,088 | 362,781 |
| BLACKROCK MUNIYIELD QUALITY | MYI | COM | $4,280,108 | 385,248 |
| EATON VANCE MUN INCOME TR | EVN | SH BEN INT | $3,996,802 | 354,956 |
| BLACKROCK INCOME TR INC | BKT | COM NEW | $3,971,416 | 370,468 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $3,590,255 | 69,457 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.